Everything you need to know about your Topo Dashboard

Dashboard Overview

The Dashboard gives you a high-level view of your organization’s activity and performance across all projects. It’s the first place to check when you want to understand how outreach is going, which leads are engaging, and where to focus next.

Time Filters

At the top, you can select the period you want to analyze:

• 30 days

• 3 months

• 1 year

• Custom dates

This allows you to track short-term trends or review long-term performance.

Key Metrics

The top section of the Dashboard displays three core performance indicators:

• Leads Contacted

  • Total number of unique leads reached during the selected period.

  • Includes a snapshot of Hot Leads (leads showing strong engagement).

  • % change vs. the previous time period is shown in green/red.

• Messages Sent

  • Total outbound emails/messages sent.

  • Includes the open rate for those messages.

  • Helps you track deliverability and subject line effectiveness.

• Messages Replied

  • Number of replies received from leads.

  • Shows your overall reply rate.

  • The most direct measure of lead engagement and campaign effectiveness.

Each metric includes a line chart, so you can see daily/weekly trends at a glance.

Latest Hot Leads

This section highlights the most engaged leads identified by your agent. You’ll see:

• Lead name, job title, and company.

• The number of opens beside the eye icon 👁).

• Date and time of last interaction.

👉 Use this list to prioritize follow-ups — these leads are showing interest and may be ready to move forward.

What is a Hot Lead?

You can receive a Slack or in-app notification letting you know that a lead has become hot 🔥

What does it mean and how is a hot lead calculated?

A hot lead is basically a contact who’s shown strong signs of interest based on an algorithm. We look at a few key factors:

• Number of views on your email

• Frequency of interactions (how often the lead engages with your content)

Once the lead crosses a certain threshold in these categories, they’re flagged as “hot.” This typically means they’re more likely to respond positively and engage in a conversation.

Reminder

Keep in mind that behavior can be tricky. Sometimes a lead will read your email (triggering the hot lead alert) but reply negatively a few minutes later. It’s best to treat hot leads as strong signals to reach out, but remember that nothing is guaranteed until you’ve actually heard back from them.

Latest Replies

This section surfaces the most recent inbound responses from your outreach. You’ll see:

• Lead name, job title, and company.

• Reply type (e.g., Referral, Interested).

• Date and time of the reply.

👉 Check this list daily to ensure timely responses to prospects.

Filters

On the top-right, you can use Filters to narrow down the dashboard view by campaign or agent. This helps you drill into performance for a specific project or team member.

Best Practices

• Check daily: Start your day by scanning Hot Leads and Latest Replies.

• Look for trends: Use the charts to spot upward/downward shifts in reply or open rates, check monthly or weekly.

• Prioritize follow-up: Leads in the Hot Leads section should be your first outreach priority.

• Coach with data: Use reply rates and open rates to guide your team on messaging and targeting improvements.

Next Steps

• Check Campaign performance report for more detailed insights.

• Go daily in the Master Inbox for handling responses directly from Topo.